Nvidia wants to profit twice from the AI boom – this changes the rules of the game

Ein futuristischer Server-Rack in einem Rechenzentrum, umgeben von schwebenden digitalen Währungssymbolen und leuchtenden Schaltkreisen, die von der Hardware ausgehen.

This is exactly what is happening in AI infrastructure: Nvidia not only wants to sell chips, but also to profit from their use. A real shift in power in the multi-billion dollar artificial intelligence market.

clickted Editorial03 July 20263 min readEtablierte Redaktion

In brief

What happened?

Nvidia no longer just sells chips, but offers complete AI data centers on subscription, including financing. · The new model can accelerate the construction of AI infrastructure, but binds customers even more strongly to Nvidia. · For companies and startups, this means potential cost increases and less flexibility in hardware choice.

Why it matters

This new strategy significantly changes the AI market. Nvidia becomes even more powerful because it controls more steps in the production and use of AI. For the entire industry, this means: The construction of the necessary AI infrastructure can proceed faster. At the same time, a new dependency arises. Nvidia not only supplies the technology, but also profits from ongoing operations. Anyone who wants to use AI today almost always needs Nvidia's chips. Soon, this could also apply to entire data centers.

Nvidia is the largest manufacturer of chips for Artificial Intelligence (AI). The company is now changing its business strategy. Nvidia no longer just sells the important chips. With the DSX AI Factory, it offers complete AI data centers. Nvidia also wants to make money from the operation of these data centers. This is an important step for the entire AI industry.

Nvidia has presented its concept for AI data centers. It is called DSX AI Factory. The special feature is a new financing model. According to Golem.de, Nvidia does not just want to sell chips. The company also wants to profit from the operation of the hardware. This is intended to accelerate the construction of such data centers. At the same time, it improves Nvidia's own revenues. Nvidia thus offers a complete package. It ranges from planning to chips to financing the large facilities.

For private individuals and customers, this indirectly means: AI applications could become more expensive. If Nvidia's financing model causes additional costs for the operation of data centers, providers often pass these on. This affects subscription models for AI programs. Streaming services with AI functions or cloud storage can also become more expensive. These services use Nvidia's infrastructure. The costs for Artificial Intelligence will therefore soon affect users' wallets.

Companies must make an important decision. The new model promises faster access to powerful AI technology. However, it also creates a deeper bond with Nvidia. Anyone who opts for the DSX AI Factory is not only tied to the chip manufacturer. The company is also bound to Nvidia for financing and the operating model. This can significantly increase the costs of switching to other providers in the future. It also weakens the companies' negotiating position. Companies must weigh whether rapid availability is worth the potential loss of control.

What this means in practice

What B2B needs to know

90/100

Unternehmen müssen eine wichtige Entscheidung treffen. Das neue Modell verspricht einen schnelleren Zugang zu starker KI-Technik. Es schafft aber auch eine tiefere Bindung an Nvidia. Wer sich für die DSX AI Factory entscheidet, ist nicht nur beim Chip-Hersteller. Die Firma ist auch bei der Finanzierung und dem Betriebsmodell an Nvidia gebunden. Das kann die Kosten für einen Wechsel zu anderen Anbietern in Zukunft stark erhöhen. Es schwächt auch die Verhandlungsposition der Unternehmen. Firmen müssen abwägen, ob die schnelle Verfügbarkeit den möglichen Verlust an Kontrolle wert ist.

What's in it for consumers

75/100

Für Privatpersonen und Kunden bedeutet das indirekt: KI-Anwendungen könnten teurer werden. Wenn Nvidias Finanzierungsmodell zusätzliche Kosten für den Betrieb von Rechenzentren verursacht, geben Anbieter diese oft weiter. Das betrifft Abo-Modelle für KI-Programme. Auch Streaming-Dienste mit KI-Funktionen oder Cloud-Speicher können teurer werden. Diese Dienste nutzen Nvidias Infrastruktur. Die Kosten für Künstliche Intelligenz beeinflussen also bald den Geldbeutel der Nutzer.

Topics

Start the discussion

Should a hardware manufacturer like Nvidia also be allowed to profit from the operation of AI data centers, or does this shift power too much and make AI more expensive for everyone?

Viewpoint A

Es ist nur logisch, dass Nvidia als Innovationsführer auch am operativen Geschäft partizipiert, um weitere Forschung zu finanzieren.

Viewpoint B

Das ist ein gefährlicher Schritt, der den Wettbewerb einschränkt und die Kosten für KI-Entwickler und Endnutzer unnötig in die Höhe treibt.

No posts yet. With an account you can start the discussion.

Sources & transparency

Etablierte Redaktion

Primary source

Golem.de · Wissenschaft & Forschung

https://www.golem.de/news/dsx-ai-factory-nvidia-will-auch-an-nutzung-seiner-hardware-verdienen-2607-210449.html

View source

More evidence (1)

Golem.de über Nvidias DSX AI Factorygolem.de · https://www.golem.de/news/dsx-ai-factory-nvidia-will-auch-an-nutzung-seiner-hardware-verdienen-2607-210449.html

2 sources checked · Editorially verified by clickted

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